Account Manager – Private Client Insurance, Private Client Team

Responsibilities

The primary focus of this role will be to support our growing High Net Worth and Coastal client base as an Account Manager on a book of established and new clients. Your primary responsibilities in this role will be the ongoing, day-to-day management of your book of business, retention of new and renewal clients, maintaining a partnership with the producer(s) to support business development activities while upholding the highest of service standards to our clients.

Your duties will include, but are not limited to:

• Managing established book of existing and onboarding of new clients
• Resolving client questions, requests and issues with urgency and enthusiasm
• Cross selling / offering lines of coverage that are not currently written
• Staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages
• Conducting annual reviews of clients’ insurance program and recommending appropriate changes in products and services to meet client needs
• Marketing and negotiating renewals for existing clients
• Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.
• Understanding and maintaining knowledge of carrier products and services to advise and counsel on complex risks and be proficient in the rating procedures and platforms to support the client base
• Checking policies for accuracy and preparing client communication for delivery, invoices, summaries of insurance, certificates, , evidence of insurance, binders, endorsements, etc.
• Utilizing the Epic/Applied system in an accurate and timely manner to meet agency standard operating procedure requirements and client service standards

The primary focus of this role will be to support our growing High Net Worth and Coastal client base as an Account Manager on a book of established and new clients. Your primary responsibilities in this role will be the ongoing, day-to-day management of your book of business, retention of new and renewal clients, maintaining a partnership with the producer(s) to support business development activities while upholding the highest of service standards to our clients.

Your duties will include, but are not limited to:

• Managing established book of existing and onboarding of new clients
• Resolving client questions, requests and issues with urgency and enthusiasm
• Cross selling / offering lines of coverage that are not currently written
• Staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages
• Conducting annual reviews of clients’ insurance program and recommending appropriate changes in products and services to meet client needs
• Marketing and negotiating renewals for existing clients
• Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.
• Understanding and maintaining knowledge of carrier products and services to advise and counsel on complex risks and be proficient in the rating procedures and platforms to support the client base
• Checking policies for accuracy and preparing client communication for delivery, invoices, summaries of insurance, certificates, , evidence of insurance, binders, endorsements, etc.
• Utilizing the Epic/Applied system in an accurate and timely manner to meet agency standard operating procedure requirements and client service standards

• At least 3 years of recent Private Client Lines Account Management experience
• High Net Worth and/or Coastal accounts experience preferred
• Demonstrated success in overall customer service
• High School diploma: undergraduate degree preferred
• Property & Casualty insurance agent’s license required
• Professional designation (CISR/CIC/API/CPRM/CPIA/CRM/CPCU) preferred
• Willingness to continue education is essential

Technical:
Intermediate to advanced-level proficiency with Microsoft Office Products:
Excel, Word, Outlook, and PowerPoint. Applied Epic software proficiency preferred, but not required.

• Ability to work with internal and external clients at all levels
• High level of…